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Using Virtual Terminal to process Donations

Use Virtual Terminal to process in-person, mail or over the phone donations. Give all of your donors the same experience and donor portal while centralizing your data and benefiting from recurring retention.

 


Enabling Virtual Terminal

Here's how to enable Virtual Terminal it:

Navigate to Settings >  Virtual Terminal , or click here

Team Administrators and Support Specialists can process donations in Virtual Terminal.

 


Processing Donations with Virtual Terminal


Once Virtual Terminal is enabled: Navigate from your dashboard to Donations. You will see a Virtual Terminal button on the right to start accepting in-person or over the phone donations. 

Shortcut: Press the "T" key to open Virtual Terminal


Using Virtual Terminal 

The first step is to choose a Campaign to associate this donation with.

When setting the Campaign, the dropdown will show you the Campaign options, and you can type in the space to search for a Campaign. Hovering over a Campaign in the dropdown will show you the full name of the Campaign, in case it's too long for the horizontal space of the dropdown.

The options that are available on the selected Campaign (Designation, Custom Fields, Checkout Questions, Supporter additional information, etc) will also be available in the Virtual Terminal.

 

Virtual Terminal will autofill information of preexisting donors of your organization: 

Note: It is possible to add donations without an email address. However, this must be supported by your integrations with any other systems if the data is to flow properly.

Donor Receipt Email in Virtual Terminal

Preexisting donors: By default, the donor will receive the receipt email for the selected campaign. A PDF receipt will be attached to the email.  You also have the option to turn off email receipts. 

 

New donors: No donation receipt email will be sent. To send a donation receipt email to the donor, you must include the donor’s email address. 

Offline campaign: you may create a campaign fully dedicated to donations in-person or over the phone. No donation receipt email will be sent because the receipt email is turned off for the selected campaign.

 


Reviewing Donations made via Virtual Terminal

When you're on a Donation, if it was processed via Virtual Terminal, you will see a field labeled Processed By in the header area. There, you'll see the user that used Virtual Terminal to generate this gift on the donor's behalf!

Additionally, in the Donations and Recurring tab filters, you can click the More Filters button and then filter by Source to just show records made via Virtual Terminal.

 


Using Stripe's Radar feature to make CVC optional

Stripe offers a feature called Radar, which optimizes your security settings. Radar for Teams, the advanced tier of Radar, allows you to define your rules, and if you have that, it's possible to detect when Fundraise Up donations are coming from Virtual Terminal and not require CVC for those donations.

First, disable the "Block if CVC verification fails" standard rule.

Next, add a Radar rule that says Block if:

:cvc_check: = 'fail' and (is_missing(::customer:Source::) or ::customer:Source:: != 'Virtual Terminal')

If you've done those steps, you can now enter 000 or whatever you'd like into the CVC field of credit card info when making Virtual Terminal donations and they should go through, and the Radar rules should look like this:

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